See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,738 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,359 | $95,762+15.2% | $379,746-70.9% | $79,858+38.2% |
| Participation rate | 97.2% | 74.0%+23.2pp | 78.4%+18.8pp | 69.6%+27.6pp |
| Annual return | 17.78% | 18.26%-0.5pp | 34.90%-17.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,007 | $2,695+48.7% | $3,540+13.2% | $2,471+62.2% |
| Participant deferral / active EE | $12,224 | $4,705+159.8% | $6,024+102.9% | $3,740+226.9% |
| Admin fee / account holder | $222 | $6,745-96.7% | $7,927-97.2% | $5,306-95.8% |